Big Call Screening: Dominion Energy, Amgen, PepsiCo, Munich Re

The exponentially increasing energy demand driven by the cloud and data center boom presents excellent growth prospects for heavyweights in the utilities sector. In our model portfolio at "The Big Call", we have thus positioned ourselves early with RWE and Duke Energy (DUK) in two promising stories in this segment. Another candidate to watch for a long entry in this context is Dominion Energy (D), especially since the US regional energy provider has good chances of securing further PPA contracts with hyperscalers like Microsoft, META, Google, or...